Switch Point Financial Planning, LLC Dimensional ETF Tr Us Marketwi Transaction History

Switch Point Financial Planning, LLC

  • $138 Billion
  • Q3 2025

A detailed history of Switch Point Financial Planning, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 103,319 shares of DFUV stock, worth $4.65 Million. This represents 3.34% of its overall portfolio holdings.

Number of Shares
103,319
Previous 103,100 0.21%
Holding current value
$4.65 Million
Previous $4.36 Billion 5.93%
% of portfolio
3.34%
Previous 3.57%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$41.91 - $44.87 $9,178 - $9,826
219 Added 0.21%
103,319 $4.62 Billion
Q2 2025

Aug 01, 2025
SELL
$36.25 - $42.28 $202,637 - $236,345
-5,590 Reduced 5.14%
103,100 $4.36 Billion
Q1 2025

Apr 29, 2025
BUY
$39.96 - $43.3 $8,031 - $8,703
201 Added 0.19%
108,690 $4.48 Billion
Q4 2024

Feb 11, 2025
BUY
$40.38 - $44.35 $4.38 Million - $4.81 Million
108,489 New
108,489 $4.44 Billion

Others Institutions Holding DFUV

# of Institutions
767
Shares Held
246M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

DFUV Quotes by TradingView
  • Ticker DFUV
  • Sector ETFs
  • Industry ETFs
More about DFUV
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